Joseph Paul Montana is an investment adviser representative (IAR) with state registration records since 2010, appearing at 4 firms. Currently registered with TWELVE POINTS WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TWELVE POINTS WEALTH MANAGEMENT LLC | 2025-05-22 | present | Yes |
| CETERA ADVISORS LLC | 2015-03-30 | 2022-03-29 | — |
| ABG RETIREMENT PLAN INVESTMENT SERVICES | 2014-01-15 | 2014-08-29 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2010-06-04 | 2011-09-07 | — |